Sensible Money’s JPMorgan Chase JPM Stock Holding History

Sensible Money’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$668K	Sell	2,041 -198	-9%	-$61.5K	0.18%	39
2026 Q1	$659K	Sell	2,239 -9	-0.4%	-$2.73K	0.2%	37
2025 Q4	$724K	Buy	2,248 +9	+0.4%	+$2.79K	0.23%	34
2025 Q3	$706K	Hold	2,239	–	–	0.24%	33
2025 Q2	$649K	Hold	2,239	–	–	0.25%	32
2025 Q1	$549K	Buy	2,239 +19	+0.9%	+$4.84K	0.24%	35
2024 Q4	$532K	Hold	2,220	–	–	0.23%	37
2024 Q3	$468K	Buy	2,220 +10	+0.5%	+$2.11K	0.2%	40
2024 Q2	$447K	Hold	2,210	–	–	0.22%	40
2024 Q1	$443K	Hold	2,210	–	–	0.24%	37
2023 Q4	$376K	Sell	2,210 -14	-0.6%	-$2.12K	0.23%	42
2023 Q3	$323K	Buy	2,224 +3	+0.1%	+$450	0.23%	49
2023 Q2	$323K	Sell	2,221 -35	-2%	-$4.81K	0.24%	50
2023 Q1	$294K	Sell	2,256 -14	-0.6%	-$1.92K	0.25%	51
2022 Q4	$304K	Buy	+2,270	New	+$288K	0.33%	47

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sensible Money's JPM Position: Q2 2026 in Review

Sensible Money reduced its JPMorgan Chase (JPM) stake by 8.8% in Q2 2026, selling an estimated $61.5K and leaving 2,041 shares worth $668K. The position accounts for 0.18% of the portfolio, ranked #39.

Sensible Money first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $724K in Q4 2025. 3,416 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sensible Money held 2,041 shares of JPMorgan Chase worth $668K as of Q2 2026.
Sensible Money sold 198 JPMorgan Chase shares in Q2 2026, an estimated $61.5K.
JPMorgan Chase made up 0.18% of Sensible Money's portfolio in Q2 2026, its #39 holding.
Sensible Money first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Sensible Money's JPMorgan Chase position peaked at $724K in Q4 2025.
3,416 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.